Unclaimed Profile

Daniel Lee Willison Jr.

WAKEFIELD CAPITAL MANAGEMENT, INC.·CHEVY CHASE, Maryland

Series 65Clean record16 years registeredWAKEFIELD CAPITAL MANAGEMENT, INC.

2 WISCONSIN CIRCLE, CHEVY CHASE, MD 20815CRD# 5711271Firm CRD# 151096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Lee Willison Jr. · CHEVY CHASE, MD

Registration

CRD #5711271 · WAKEFIELD CAPITAL MANAGEMENT, INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WAKEFIELD CAPITAL MANAGEMENT, INC.

WAKEFIELD CAPITAL MANAGEMENT, INC.

Jun 2010 – Dec 2017

CHEVY CHASE, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 11, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAKEFIELD CAPITAL MANAGEMENT, INC.

CRD 151096 · SEC 801-70592

AUM

$17M

Regulatory assets under management

Employees

1 client accounts

Services offered by WAKEFIELD CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WAKEFIELD CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel Lee Willison Jr. offer?

Daniel Lee Willison Jr. specializes in Investment Management, Wealth Management.

What are Daniel Lee Willison Jr.'s credentials?

Daniel Lee Willison Jr. is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Lee Willison Jr. located?

Daniel Lee Willison Jr. is based in CHEVY CHASE, Maryland, last registered with WAKEFIELD CAPITAL MANAGEMENT, INC..

How does Daniel Lee Willison Jr. charge for services?

Daniel Lee Willison Jr.'s firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAKEFIELD CAPITAL MANAGEMENT, INC.?

WAKEFIELD CAPITAL MANAGEMENT, INC. has approximately 8 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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